IPKW - ETF AI Analysis
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Invesco International BuyBack Achievers ETF (IPKW)
Rating:59Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains so far this year and over the past month, indicating positive recent momentum.
Global Diversification
Holdings spread across multiple countries such as Japan, the UK, the Netherlands, and others help reduce reliance on any single market.
Strong Energy Leaders at the Top
Top positions like TotalEnergies and Shell have delivered strong year-to-date results, providing a helpful boost to the fund.
Negative Factors
Moderately High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slowly eat into long-term returns.
Concentration in a Few Countries
A large share of assets is tied up in Japan and the UK, which increases the impact of economic or market issues in those markets.
Several Weak Top Holdings
Some major positions, including Honda, Prosus, Baidu, and others, have shown weak year-to-date performance, which can drag on overall returns.
IPKW vs. SPDR S&P 500 ETF (SPY)
AUM529.44M
RegionGlobal Ex-U.S.
Expense Ratio0.55%
Beta0.73
IssuerInvesco
Inception DateFeb 27, 2014
Dividend Yield3.53%
Asset ClassEquity
Index TrackedNASDAQ International BuyBack Achievers Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume38,569
30 Day Avg. Volume42,679
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
71.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering152
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IPKW Summary
The Invesco International BuyBack Achievers ETF (IPKW) tracks the NASDAQ International BuyBack Achievers Index, focusing on companies outside the U.S. that regularly buy back their own shares. These firms are mainly in energy, financials, and consumer-related sectors across countries like Japan, the UK, and the Netherlands. Well-known holdings include Shell and Honda Motor Co. Investors might consider this ETF for international diversification and the potential benefits of companies using buybacks to reward shareholders. A key risk is that it can rise or fall with global stock markets and is especially sensitive to trends in energy and financial stocks.
How much will it cost me?The Invesco International BuyBack Achievers ETF (IPKW) has an expense ratio of 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on companies with specific buyback strategies rather than passively tracking a broad index.
What would affect this ETF?The ETF's focus on international companies with strong share buyback programs could benefit from global economic growth and increased corporate profitability, particularly in sectors like financials and energy, which have significant weight in the fund. However, potential risks include rising interest rates or regulatory changes in key regions, which could impact the financial sector and overall corporate buyback activity. Additionally, fluctuations in commodity prices or geopolitical tensions could negatively affect energy and other globally exposed sectors.
IPKW Top 10 Holdings
IPKW’s story is being written largely by big international banks: UniCredit, ING, and Standard Chartered are all rising and giving the fund a solid financial backbone, with their buyback programs adding extra fuel. On the flip side, Prosus has been lagging and Honda looks stuck in neutral, both acting as mild brakes on performance. Energy names like TotalEnergies and Shell have been more mixed lately, but still help diversify the ride. Overall, this is a global ex-U.S. fund with a clear tilt toward financials and other mature, cash-generating giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UniCredit SpA | 6.32% | $33.49M | €123.59B | 32.72% | 75 Outperform | |
| ING GROEP | 6.11% | $32.35M | €80.20B | 47.93% | 61 Neutral | |
| Standard Chartered | 5.29% | $28.05M | £46.14B | 67.36% | 77 Outperform | |
| Prosus | 4.60% | $24.36M | €73.69B | -22.24% | 77 Outperform | |
| Honda Motor Co | 4.47% | $23.71M | ¥6.03T | -1.76% | 63 Neutral | |
| Shell (UK) | 3.89% | $20.60M | £160.46B | 15.63% | 73 Outperform | |
| TotalEnergies SE | 3.87% | $20.53M | €149.42B | 24.52% | 78 Outperform | |
| ― | 2.72% | $14.40M | ― | ― | ― | |
| Sompo Holdings | 2.62% | $13.90M | ¥6.12T | 45.97% | 76 Outperform | |
| Baidu, Inc. Class A | 2.50% | $13.27M | HK$306.54B | 28.64% | 63 Neutral |
IPKW Technical Analysis
Positive
―
Price Trends
57.62
Positive
57.13
Positive
55.13
Positive
Market Momentum
>-0.01
Negative
56.88
Neutral
89.31
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IPKW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.98, equal to the 50-day MA of 57.62, and equal to the 200-day MA of 55.13, indicating a bullish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 56.88 is Neutral, neither overbought nor oversold. The STOCH value of 89.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IPKW.
IPKW Peer Comparison
Comparison Results
Performance Comparison
IPKW
Invesco International BuyBack Achievers ETF
57.83
10.35
21.80%
PID
Invesco International Dividend Achievers ETF
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―
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QINT
American Century Quality Diversified International ETF
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OSEA
Harbor International Compounders ETF
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QLTI
GMO International Quality ETF
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IDYN
iShares International Equity Factor Rotation Active ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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